Glassman Wealth Services Dimensional ETF Tr Transaction History
Glassman Wealth Services
- $650 Million
- Q2 2025
A detailed history of Glassman Wealth Services transactions in Dimensional ETF Tr stock. As of the latest transaction made, Glassman Wealth Services holds 9,860 shares of DFAU stock, worth $446,756. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,860
Previous 9,860
-0.0%
Holding current value
$446,756
Previous $379,000
10.03%
% of portfolio
0.06%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
532Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$196 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$188 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$173 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$171 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$157 Million1.86% of portfolio